Workiro

Workiro is the preferred document management solution for Access Practice Management. If a partner opens a client in Access, the whole file is there: every document, email, approval and version. Ask Claude a question about that client - and it answers in seconds, straight from the record.

Category: Automation
Regions: AU & NZ
Product Integrations: Access Accountants

Workiro Overview

Access Practice Management knows the job is complete. What it can't show a reviewer is which version the director approved, where the BAS treatment your client confirmed by phone now lives, or what your client manager told the client last March before they resigned – and took their inbox with them. Workiro fixes that at the source. Clients sync from APM, so every document, email, approval and working paper lands on the right client record without anyone filing it. Workiro is AI-ready with a tagging system built to get the best out of Claude, ChatGPT or Microsoft Copilot. Storage, tasks and e-signatures are unlimited. Workflows – for onboarding, EOFY and lodgment – run the same way across the practice. And designed for sole practitioners to multi-office firms.

Every APM client has a complete file

Documents, emails, approvals and versions, all on the record APM already holds.

Clients sync from APM, nothing filed by hand

Every document lands on the right client automatically.

Prove which version the director approved

Every approval timestamped to the exact document.

Ask Claude about any APM client

Answers in seconds, straight from the file.

Emails and notes stay on the client record

Outlook conversations file to the APM client, not the inbox.

Clients sign without a login

A secure link, no portal password, so documents come back faster.

Unlimited storage, tasks and e-signatures

One price, sole practitioner to multi-office.

Secure

ISO 27001 certified and SOC 2 compliant.

For all your accounting practice needs

Run your entire practice with best-in-class powerful tax, compliance and practice management software to help optimise compliance workflows and advance every aspect of your accounting practice. Our solutions offer powerful, automated workflows, out of the box dashboards and easily customised reporting, enhancing productivity and providing you with instant access to data-driven insights.